Understanding The Financial Advantages – Delaware (2/23)

February 23, 2021; 10:30 am -

Online

  Delaware

Financial Advantage event

Explore the financial advantages of becoming a Springpoint Choice member with wealth management industry experts James J. Ciprich, CFP®, MBA, and Melissa Weisz, CFP®, CFA. Mr. Ciprich, an expert on financial retirement planning, will discuss the costs and benefits of staying at home, tax planning in 2021 and beyond, and legacy and estate preservation planning. Ms. Weisz, a member of RegentAltantic’s Senior Solutions team, will address seniors’ evolving needs in portfolio and risk management, healthcare and housing, taxes, and legacy planning.

Call today 302-313-6658 to register for our upcoming webinar. In advance of the webinar, we will send you a reminder and provide the specific details to access the webinar. We look forward to you joining us!